Clients that have just come into new money—bequests, lottery jackpots, lawsuit settlements, among others—can provide a challenge for financial planners, but it’s up to advisors to anchor these clients and keep them stable, said...
Morgan Stanley is in the process of testing a pilot program that would allow its financial advisors to interact with clients and others on social media websites Twitter and LinkedIn through pre-approved public updates and private LinkedIn emails...
The political battle over Medicare's future should concern any financial adviser helping clients plan for the cost of health care in retirement. But no matter how the fight ends, rising health care costs pose a threat to your clients' retirement...
There are plenty of generous grandparents out there who would love to help their grandchildren with their college costs. While that’s a wonderful instinct, the last thing that parents want is for grandma and grandpa’s generosity to...
As more wealth managers and multi-family offices outsource their investment decisions to third party asset managers, these assets managers are coming under greater scrutiny—and not just for their investment performance...
